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Principal Exchange Traded Fd prnc invt grad shares owned by Legacy Financial Independent Advisors

Quarter-by-quarter ownership of Principal Exchange Traded Fd prnc invt grad (IG) shares owned by Legacy Financial Independent Advisors from 13F filings

Historical chart of Legacy Financial Independent Advisors investment in Principal Exchange Traded Fd prnc invt grad

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prnc invt grad held by Legacy Financial Independent Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prnc invt grad by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.9M 240k 20.64

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding Principal Exchange Traded Fd prnc invt grad

Principal Securities
Envestnet Asset Management
Raymond James Financial
Spartan Wealth Advisory Services
Legacy Financial Independent Advisors
Insight Wealth Partners
Western Wealth Management
Goldman Sachs Group
Mariner Wealth Advisors
Royal Bank of Canada
Citadel Advisors
Principal Financial Group
Jane Street
LPL Financial
AlphaCore Capital

View all funds holding Principal Exchange Traded Fd prnc invt grad